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Global Small and Mid-Cap

BEG0969AU

Global Small and Mid-Cap BEG0969AU Strategy

The Fund intends to invest substantially all of its assets in the Underlying Strategies. The Underlying Strategies invest substantially all of their assets (i.e. the assets of an underlying pooled investment fund and/or assets of a mandate) in a portfolio of global small-cap and mid-cap shares. The Fund aims to be invested with multiple active Underlying Investment Managers whose investment strategies emphasize performance above the benchmark while aiming to control risk.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
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Listed Investment Companies monthly performance: March 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,937.50 0.40 -0.01%
CAC 40 8,085.89 19.89 -0.25%
DAX 40 18,073.62 64.03 -0.35%
Dow JONES (US) 38,368.65 135.04 -0.35%
FTSE 100 8,040.40 4.41 -0.05%
HKSE 17,201.27 372.34 2.21%
NASDAQ 15,713.52 16.88 0.11%
Nikkei 225 38,460.08 907.92 2.42%
NZX 50 Index 11,946.43 143.15 1.21%
S&P 500 5,061.48 9.07 -0.18%
S&P/ASX 200 7,683.00 0.50 -0.01%
SSE Composite Index 3,044.82 22.84 0.76%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.15 0.07 -5.74%
Telstra Group Ltd TLS 3.67 0.02 -0.54%
The Star Entertainment Group Ltd SGR 0.40 0.02 -3.61%
South32 Ltd S32 3.31 0.01 -0.30%
Base Resources Ltd BSE 0.25 0.03 11.11%
Cleanaway Waste Management Ltd CWY 2.71 0.30 -9.97%
Macmahon Holdings Ltd MAH 0.26 0.01 2.00%
Tabcorp Holdings Ltd TAH 0.73 0.01 -1.35%
Chalice Mining Ltd CHN 1.16 0.13 -10.12%
Stockland Corp Ltd SGP 4.39 0.07 -1.57%